Vanguard Dividend Appreciation ETF
VIG
1,793 hedge funds and large institutions have $29.8B invested in Vanguard Dividend Appreciation ETF in 2023 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 570 increasing their positions, 736 reducing their positions, and 65 closing their positions.
251% more call options, than puts
Call options by funds: $111M | Put options by funds: $31.8M
52% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 65
8% more capital invested
Capital invested by funds: $27.7B → $29.8B (+$2.11B)
2% more funds holding in top 10
Funds holding in top 10: 240 → 244 (+4)
1% more funds holding
Funds holding: 1,779 → 1,793 (+14)
0.37% less ownership
Funds ownership: 43.26% → 42.88% (-0.37%)
23% less repeat investments, than reductions
Existing positions increased: 570 | Existing positions reduced: 736
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealthfront Advisers
Palo Alto,
California
|
+$100M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$77.4M |
| 3 |
Rockefeller Capital Management
New York
|
+$35.7M |
| 4 |
NHC
Nicholas Hoffman & Company
Atlanta,
Georgia
|
+$31.8M |
| 5 |
AO
Advisor OS
Chicago,
Illinois
|
+$27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$132M |
| 2 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$128M |
| 3 |
JP Morgan Chase
New York
|
-$73.2M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$51.6M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$27.7M |
VIG Hedge Fund Activity: Q2 2023 in Review
1,793 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q2 2023, worth a combined $29.8B — up 7.6% from $27.7B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new VIG positions and 65 closed out — a net gain of 34 holders — while 570 added to existing stakes and 736 trimmed.
The largest buyer was Wealthfront Advisers, adding an estimated $100M. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $132M.
- 1,793 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q2 2023, up from 1,779 in Q1 2023.
- Funds reported $29.8B of Vanguard Dividend Appreciation ETF stock for Q2 2023, up 7.6% quarter-over-quarter.
- 99 funds opened new Vanguard Dividend Appreciation ETF positions in Q2 2023 and 65 closed out, a net change of +34 holders.
- The largest Vanguard Dividend Appreciation ETF buyer in Q2 2023 was Wealthfront Advisers, an estimated $100M added.
- The largest Vanguard Dividend Appreciation ETF seller in Q2 2023 was JP Morgan Private Wealth Advisors, an estimated $132M sold.
Based on aggregated 13F filings for Q2 2023.